Mark Mccooeye

Mark Mccooeye

Titles & Designations

Languages Spoken

Specialties

Licensed In

Discover The Power Of A Personalized Relationship

Understanding Your Goals

To find the right investment solutions, you need to work with someone who genuinely understands your financial goals, as well as your life goals. As your Investment Advisor, I can provide the expertise you are looking for, while helping you make the most of your financial resources.

Creating A Wealth Management Plan

At CIBC Wood Gundy, our wealth management process begins with listening to your concerns and gaining a thorough understanding of your personal objectives. The planning process will address every area of your financial life, from investments to insurance, and estate planning to charitable giving. Together, we'll create a long-term wealth management strategy that helps you manage risk over time, improve performance potential in a variety of market conditions, and keep your portfolio aligned with your goals. We will keep your financial strategy up-to-date through periodic reviews and regular communications.

Comprehensive Service And Support

A long-term relationship with CIBC Wood Gundy provides more than just investment solutions and advice. You'll also have dedicated support from our personal team of investment experts, as well as the comprehensive resources of CIBC Wood Gundy. As a client, you will also have access to a broad range of online tools, research and resources on our website, cibcwoodgundy.com.

By focusing on your goals, we can help you makeinformed decisions about your financial future.

If you would like more information or would like to request a meeting, please click here.